UNH
US EQUITY
Health Care
Managed Health Care
CIK: 731766
UnitedHealth Group (UNH) Quant Factor Diagnostic & Fair Value Model
UnitedHealth Group (Ticker: UNH) is listed in the Health Care sector (Managed Health Care). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$418.09
-1.62%
Latest Close (2026-10-23)
Market Cap: $375.28B
P/E Ratio: 17.3
Momentum Strength
3M / 12M
+0.11%
1M: +11.49%
12M: +15.66%
Quality (ROE)
Point-in-Time
+20.70%
Trailing Return on Equity
Technical Trend
RSI 14
72.8
SMA50: $388.57
SMA200: $361.03
Valuation Multiplier
Trailing
17.3
Moderate Valuation Corridor (15x - 30x P/E)
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Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
UNH trades within a typical sector multiple band (17.3x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线多头 (MA20/50)
Piotroski F-Score: 8/9 (High Financial Strength)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 731766 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-08-10 | $112.03B | $5.48B | $19.96B | $6.04 |
| 10-Q | 2025-12-31 | 2026-08-10 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-08-10 | $111.62B | $3.41B | $12.64B | $3.74 |
| 10-Q | 2026-03-31 | 2026-05-05 | $111.72B | $6.28B | $8.91B | $6.90 |
| 10-Q | 2025-03-31 | 2026-05-05 | $109.58B | $6.29B | $5.46B | $6.85 |
| 10-K | 2025-12-31 | 2026-03-02 | $447.57B | $12.06B | $19.70B | $13.23 |
| 10-K | 2024-12-31 | 2026-03-02 | $400.28B | $14.40B | $24.20B | $15.51 |
| 10-K | 2023-12-31 | 2026-03-02 | $371.62B | $22.38B | $29.07B | $23.86 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding UnitedHealth Group (UNH) valuation multiples, momentum factors, and point-in-time filing conventions.
How should UNH's current valuation multiple be interpreted? ↓
UNH trades at a trailing P/E of 17.3x within the Health Care sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are UNH's key momentum and technical factor indicators? ↓
As of the latest close, UNH shows a 1-month return of +11.49%, 3-month return of +0.11%, and 12-month return of +15.66%, with a 14-day RSI of 72.8. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for UNH? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can UNH be incorporated into systematic factor models? ↓
UNH can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.